v3.26.1
REVENUES
3 Months Ended
Mar. 31, 2026
Revenue from Contract with Customer [Abstract]  
REVENUES REVENUES
Disaggregated Revenue—The disaggregation of the Company’s revenue by major sources is as follows:
Three Months Ended March 31,
20262025
Asset management:
Asset management fees, related party$6,656,464 $6,698,201 
Asset management fees987,055 729,010 
Servicing revenue, related party760,237 326,487 
Servicing revenue55,388 19,379 
Total asset management revenue8,459,144 7,773,077 
Life solutions:
Revenue from life insurance policies using the fair value method, net
31,462,057 32,933,861 
Revenue from life insurance policies using the fair value method, related party, net
16,550,621 901,346 
Insurance commissions1,630,676 — 
Originations923,934 2,463,450 
Total life solutions revenue50,567,288 36,298,657 
Technology services:
Technology services363,856 67,612 
Total technology services revenue363,856 67,612 
Total revenue$59,390,288 $44,139,346 
Further disaggregation of life solutions revenue:
Three Months Ended March 31,
2026
Life solutions:
Realized gains from life insurance policies sold and matured using the fair value method
$4,963,066 
Premiums paid on sold and matured life insurance policies using the fair value method
(80,356)
Premiums paid on life insurance policies held using the fair value method
(5,852,784)
Reversal of unrealized gains from prior quarters related to life insurance policies sold or matured using the fair value method
(10,170,472)
Unrealized gains from life insurance policies held using the fair value method42,602,603 
Revenue from life insurance policies using the fair value method, net
31,462,057 
Realized gains from life insurance policies sold and matured using the fair value method, related party
87,931,646 
Three Months Ended March 31,
2026
Premiums paid on sold life insurance policies using the fair value method, related party
(3,743,608)
Reversal of unrealized gains from prior quarters related to life insurance policies sold and matured using the fair value method, related party
(67,637,417)
Revenue from life insurance policies using the fair value method, related party, net
16,550,621 
Total revenue for life insurance policies using the fair value method
$48,012,678 
Refer to Note 19, Related-Party Transactions for additional information related to revenue from related parties.
Asset Management Balances—The Company has the following asset management related balances recorded within the following accounts in the consolidated balance sheets:
Balance Sheet AccountMarch 31, 2026December 31, 2025
Management and Performance Fee Receivables:
Accounts receivable, related party$10,134,293 $6,718,903 
Management and performance fee receivable, related party14,509,188 14,800,140 
Total management and performance fee receivables$24,643,481 $21,519,043 
Retrocession Fee Payable:
Other current liabilities$5,217,445 $4,696,788 
Retrocession fees payable5,361,714 5,361,714 
Total retrocession fees payable$10,579,159 $10,058,502 
Contract Balances—We had no contract assets at March 31, 2026 and December 31, 2025. The balances of contract liabilities arising from originated contracts with customers were as follows:
March 31, 2026December 31, 2025
Contract liabilities, deposits on pending settlements$766,528$169,184
Total contract liabilities$766,528$169,184
Revenue recognized during the first quarter of 2026 that was included in our contract liabilities balance at December 31, 2025 was $169,184.